03/24/2025, 05:24 AM UTC
Grab：今年提升国际多元化投资的最佳选择（评级上调）Grab: A Great International Diversification Play (Rating Upgrade)
1. 由于美国经济疲软以及Grab在财年25预期收入增长加速，今年Grab是增加国际投资的好选择。2. Grab强劲的第四季度业绩、多样化的服务提供以及在东南亚的巨大增长潜力使其成为具有吸引力的长期持有对象。3. 尽管市盈率约为28倍的前瞻性调整后EBITDA，但Grab应该能够维持相对于像Uber这样的知名竞争对手的增长溢价，尤其是在调整后EBITDA预计增长40-50%的情况下。1. Grab is a great choice for increasing international exposure this year due to U.S. weakness and the company's expected accelerating revenue growth in FY25. 2. Grab's strong Q4 earnings, diverse service offerings, and significant growth potential in Southeast Asia make it an attractive long-term hold. 3. Although expensive at ~28x forward adjusted EBITDA, Grab should be able to sustain a growth premium over better-known peers like Uber, especially as adjusted EBITDA is expected to grow ~40-50%.---
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